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Doubles reps’ performance

Revenue AI

Your playbook, applied by every rep and improved by every call. Taskbase works in the chat your reps already use, builds their skills and takes work off their plate, proactively.

See how Taskbase coaches your teamExplore use cases

Objection handling & competitive intelligence

Last updated 21/09/2026

Suggestion i

“How is this different from connecting everything to ChatGPT and just asking the same questions myself?”

“A one-off answer works. Taskbase keeps a maintained system: your playbook plus real calls, written back to the CRM, so coaching builds up instead of resetting.”

Don’t argue model quality. Move from a one-off answer to a system that compounds.

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The Revenue AI loop

A playbook that learns from every call

Your Revenue Playbook is how your company sells. Revenue AI makes sure every rep applies it, tests what works, and feeds the results back into the playbook as suggestions. Your leaders accept what is good, and the whole organisation keeps up with the market as it moves.

  • Reps apply the playbook. Briefings, coaching and answers all follow it, in the chat they already use.
  • The AI tests what works. Which reps win, at which step, with which conversion, and what they do differently.
  • The best way becomes the standard. It comes back as a playbook suggestion, so every rep applies it, not only the best.
  • Nobody has to watch recordings. Learning from top reps used to mean watching their calls. Nobody has the time. The loop does it for you.

You define the strategy and see whether it is applied. The closer it is followed, the more it does for the value of your company.

No playbook yet?

Build a full one with our experts in a few hours, not weeks or months. Ask for our playbook offer.

Ask for the playbook offer

Always one step ahead

Proactive, in the chat your reps already use

Taskbase knows how it can help a rep before the rep even thinks about it. Reps do not have to understand our tool, because it understands them and comes to them with suggestions, coaching and briefings.

  • Briefs before every meeting. What to know, what to do, what to say.
  • Writes the emails. Drafts and answers them before the rep checks the inbox.
  • Watches and steps in. It sees what the rep is doing and helps where help matters most right now.
  • Nothing new to learn. No interface, no training: it is just chat, in Slack, Teams, Google Chat or on the phone.

Show my skill progress

Your focus skills

Business caseFocus since 31 Aug
17 → 27
Question handlingFocus since today
79 → 74

One skill at a time, until it sticks.

Taskbase07:45

Good morning, Anya.

  • 09:30 Northwind Freight: ask who signs off, and when.
  • 11:00 Helio Logistics has been quiet for 9 days. Follow-up drafted.

Today’s focus: end every call with a dated next step.

Open briefingReview draft

Reply to your coach…

Slack· Taskbase

Taskbase07:45

Good morning, Anya.

  • 09:30 Northwind Freight: ask who signs off, and when.
  • 11:00 Helio Logistics has been quiet for 9 days. Follow-up drafted.

Today’s focus: end every call with a dated next step.

Open briefingReview draft

Microsoft Teams· Taskbase

Taskbase07:45

Good morning, Anya.

  • 09:30 Northwind Freight: ask who signs off, and when.
  • 11:00 Helio Logistics has been quiet for 9 days. Follow-up drafted.

Today’s focus: end every call with a dated next step.

Open briefingReview draft

Google Chat· Taskbase

Taskbase07:45

Good morning, Anya.

  • 09:30 Northwind Freight: ask who signs off, and when.
  • 11:00 Helio Logistics has been quiet for 9 days. Follow-up drafted.

Today’s focus: end every call with a dated next step.

Open briefingReview draft

Individual

Individual for every rep, standard for the company

Take the morning briefing. Some reps want it short, some want every detail. Taskbase learns what each rep prefers, suggests what to add, and a rep simply tells it in chat how they want it. There is no settings maze and no configuration project.

  • One chat, not hundreds of screens. Tell Taskbase what you want changed, and it changes.
  • It learns what reps like. Short or long, which information. It finds what works best and suggests it.
  • The company keeps the standards. You decide what reps may adapt around your standards, or nothing at all.
  • That is where adoption comes from. People only save 1–2 hours a day with a tool that fits them. Fit is what makes them use it.

Coaching

Coaching that builds one skill at a time

Feedback on a single call misses most of what matters. Taskbase also knows the rep’s skill level, the history with that account and what good looks like in your playbook. And it stays on one skill until it sticks, instead of commenting on twenty skills every time.

  • It knows the context. Skill level, account history and your playbook all shape the feedback.
  • It stays focused. One skill at a time, until it becomes a habit. Then the next one.
  • Reps apply what they learn. Because they are reminded all the time, habits really change.
  • You can measure it. See how skills develop, and whether they move revenue. Finally, you know if your coaching pays off.

Show my skill progress

Your focus skills

Business caseFocus since 31 Aug
17 → 27
Question handlingFocus since today
79 → 74

One skill at a time, until it sticks.

Why Taskbase

Adoption is the difference.

A coach only works if reps use it. Taskbase comes to them, in the tools they already work in, so nobody has to learn another platform.

What high adoption means

When Taskbase reaches every rep, the effect shows up in the numbers. Usage views show where a rep needs support, for coaching and not for monitoring.

Adoption>80%of reps use Taskbase every day
Time saved1–2 hper rep per day on admin, prep and follow-up
1Taskbase2Agent platform3Your data

How it fits

One coach, not a suite of agents

Taskbase runs on an agent platform, but you never build on it. There is no agent framework to learn and no builder screen to maintain. You tell Taskbase what you want, and it takes care of the rest.

  1. 1Taskbase. The only thing your team talks to, in Slack, Teams, Google Chat or on the phone. Tell it what you need. It also reaches out to reps on its own.
  2. 2Agent platform. Built for sales and out of sight. Taskbase sets up the jobs for you. RevOps can open it up if they want to, nobody has to.
  3. 3Your data. Calls, CRM, email, calendar and sales rooms stay where they are. Taskbase reads them.

Jobs Taskbase sets up when you ask

  • Regular updates for reps
  • Briefings before meetings
  • Follow-up emails, written for you
  • PowerPoint decks after a meeting
  • Account plans, filled in
  • Mutual action plans with your customer, created and updated
  • CRM updates
  • Priorities of the day
  • Cold call list of the day
  • Deal rooms for buyers, set up automatically
  • 50+ more jobs

Rolling it out

Privacy, recording and your works council

The three questions IT, RevOps and HR ask first.

Privacy

Names are replaced before anything is stored

Pseudonymisation replaces names, company names, birthdates and other identifiers in transcripts. Coaching works on the conversation, not on who was in it.

Included in the Enterprise plan.

Recording

Every conversation, with or without our recorder

Video calls, in-person meetings and phone calls on iPhone and Android. A desktop recorder works without a bot joining the call.

Already have a recorder? Keep it. Taskbase connects on top.

  • Gong
  • Fireflies
  • Fathom
  • Kickscale
  • Google Meet
  • Microsoft Teams
  • Zoom
  • … and many more

Works councils

Built to work with your works council

Taskbase is there to coach people, not to watch them. Bring your works council in before anything is signed: in many companies it has to agree to a tool like this, and we are happy to join those conversations.

  • Voluntary. Employees accept the terms of use, or they do not. Using Taskbase is always a choice, and anyone can opt out completely.
  • No constant observation. Nobody is pressured to use it, and it is not set up to review and check every single thing a person does.
  • Access rights your works council can shape. Role management in the background controls who can see what, who can do what, and who is coached on what.

Your Revenue AI Playbook

Bring your playbook, or build one with us in a few hours. We show you the briefings, the coaching and the time it saves your reps.

Book a callSee case studies

Frequently asked questions

Answers to the questions sales leaders ask us most.

Still have questions?

Contact us if you have any other questions.

What is Taskbase?

Taskbase makes Revenue AI: a coach for every rep that builds their skills and takes work off their plate. It works from your Revenue Playbook and real customer and deal context, and helps leaders coach their teams without reviewing every call.

How does Taskbase improve sales performance?

In two ways. It takes work off reps’ plates (research, meeting preparation, follow-ups, CRM updates), so they have more time to sell. And it coaches each rep on the skills they need, based on their own calls and your sales standards, so they sell better.

How is Taskbase different from a call-recording tool?

Recording tools show what happened. Taskbase works out what should happen next: it prepares the next meeting, coaches the rep, does the follow-up work and suggests updates to your playbook. You keep your recorder, and Taskbase connects on top.

Do we have to replace our current call recorder?

No, keep it. Taskbase connects to Gong, Fireflies, Fathom, Kickscale, Google Meet, Microsoft Teams and Zoom, and adds the coaching and follow-up work. If nothing is recorded yet, Taskbase can record video calls, in-person meetings and phone calls on iPhone and Android, with no bot joining the call.

Do sales reps need to learn another tool?

No. Reps use Taskbase in Slack, Microsoft Teams or Google Chat, or in the web app. Taskbase brings preparation, answers, feedback and next steps to them.

What sales work can Taskbase automate?

Meeting research and briefings, follow-up drafts, CRM updates, deal-risk checks, call lists, business cases, presentations and security questionnaires, and more. You choose the first jobs, and customer-facing work stays under human review.

How long does it take to get started with Taskbase?

Reps get value on day one: in the first week they get morning briefings, written follow-ups, prioritised accounts and call lists. You provide your playbook (or we build a full one with you in a few hours), plus access to your CRM, calendar and chat tool. Start with one team and one use case, then add more.

When do we see results?

Reps save 1–2 hours a day in the first month. From the second month they can book more meetings and convert more of them, and from the third month their total conversion improves. With long enterprise sales cycles, it can take until around month 9.

How do we measure the value of Taskbase?

Start with your own baseline: time spent on preparation and follow-ups, customer-facing activity, coaching time, ramp time, conversion and deal movement. A pilot should fix the baseline, target, users, review date and rollout decision before it starts.

How much does Taskbase cost?

€199 per user per month for up to 50 users. Everyone with access counts as a user. Above 50 users the price is custom. Plans include Taskbase, playbook management, integrations and recordings, and volume discounts may apply.